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Amy Denise Duling

DUNDEEWEALTH US, LP·BERWYN, Pennsylvania
Unclaimed Profile
1160 WEST SWEDESFORD ROAD, BERWYN, PA 19312CRD# 3079478Firm CRD# 141202
01

About

Amy Denise Duling is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with DUNDEEWEALTH US, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SCOTIA INSTITUTIONAL INVESTMENTS US, LP
SCOTIA INSTITUTIONAL INVESTMENTS US, LP
AUM
$175M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SCOTIA INSTITUTIONAL INVESTMENTS US, LP →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3079478
Firm CRD# 141202
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Denise Duling offer?
Amy Denise Duling specializes in Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Amy Denise Duling's credentials?
Amy Denise Duling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Denise Duling located?
Amy Denise Duling is based in BERWYN, Pennsylvania, working with DUNDEEWEALTH US, LP. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Amy Denise Duling charge for services?
Amy Denise Duling's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNDEEWEALTH US, LP?
DUNDEEWEALTH US, LP has approximately 8 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BERWYN
John Harold Leven — DUNDEEWEALTH US, LPRobin Philip Christian Lacey — SCOTIA INSTITUTIONAL INVESTMENTS US, LPArnold Tiglao — SEEDLING CAPITAL, LLCMichael Mccloskey — CHARTWELL INVESTMENT PARTNERS, LLCJeffrey Allen Leber — HYPERION PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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